Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.615 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49330.56 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45269.35 Kr¶
PnL: ---------------------------------------> 213.35 Kr¶
DD now: ---------------------------------> -7.134 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-04 11:15:41.023492'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.870000 | 1675.260000 | 206.260000 | 14.040000 | 1468.999998 |
| Sedana Medical | 93 | 4.340000 | 2680.260000 | 159.260000 | 6.320000 | 2521.000011 |
| Orrön Energy | 180 | 4.070000 | 2140.200000 | 97.200000 | 4.760000 | 2043.000000 |
| Atrium Ljungberg B | 5 | 3.670000 | 987.500000 | 52.500000 | 5.610000 | 935.000000 |
| Platzer Fastigheter Holding B | 12 | 3.590000 | 1004.400000 | 43.400000 | 4.520000 | 960.999996 |
| Sagax A | 4 | 3.720000 | 892.000000 | 38.000000 | 4.450000 | 854.000000 |
| Catena | 2 | 3.240000 | 829.200000 | 37.200000 | 4.700000 | 792.000000 |
| JM | 6 | 2.600000 | 900.600000 | 36.600000 | 4.240000 | 864.000000 |
| Sagax B | 4 | 2.580000 | 889.200000 | 35.200000 | 4.120000 | 854.000000 |
| Hoist Finance | 35 | 0.870000 | 1013.250000 | 33.250000 | 3.390000 | 980.000000 |
| Gränges | 9 | 2.040000 | 946.800000 | 18.800000 | 2.030000 | 927.999999 |
| Hexatronic Group | 12 | 1.760000 | 985.200000 | 18.200000 | 1.880000 | 966.999996 |
| Byggmax Group | 33 | 1.660000 | 968.880000 | 12.880000 | 1.350000 | 956.000001 |
| BioGaia B | 8 | 0.510000 | 939.200000 | 9.200000 | 0.990000 | 930.000000 |
| Bilia A | 8 | 0.890000 | 908.000000 | 8.000000 | 0.890000 | 900.000000 |
| HEXPOL B | 9 | -0.440000 | 1023.300000 | 2.300000 | 0.230000 | 1020.999996 |
| Clas Ohlson B | 12 | 0.060000 | 975.000000 | 2.000000 | 0.210000 | 972.999996 |
| AcadeMedia | 8 | 0.700000 | 403.600000 | 1.600000 | 0.400000 | 402.000000 |
| EQT | 4 | 0.580000 | 832.800000 | 0.800000 | 0.100000 | 832.000000 |
| ASSA ABLOY B | 3 | -0.770000 | 769.800000 | -9.200000 | -1.180000 | 779.000001 |
| Biotage | 7 | -1.260000 | 931.000000 | -10.000000 | -1.060000 | 940.999997 |
| Alimak Group | 11 | -0.480000 | 913.000000 | -15.000000 | -1.620000 | 927.999996 |
| OX2 | 13 | -0.830000 | 932.750000 | -17.250000 | -1.820000 | 949.999999 |
| Creaspac SPAC | 39 | 0.000000 | 3697.200000 | -20.800000 | -0.560000 | 3717.999987 |
| VEF | 909 | 0.400000 | 1825.270000 | -24.730000 | -1.340000 | 1850.000436 |
| Nordic Waterproofing Holding | 7 | -0.150000 | 942.200000 | -24.800000 | -2.560000 | 966.999999 |
| SKF B | 5 | -2.200000 | 911.500000 | -28.500000 | -3.030000 | 940.000000 |
| Indutrade | 5 | 1.640000 | 1180.000000 | -38.000000 | -3.120000 | 1218.000000 |
| Vitec Software Group B | 2 | 0.290000 | 1045.000000 | -42.000000 | -3.860000 | 1087.000000 |
| Latour B | 4 | -0.390000 | 814.800000 | -42.200000 | -4.920000 | 857.000000 |
| Addnode Group B | 11 | -2.560000 | 878.350000 | -42.650000 | -4.630000 | 921.000003 |
| Hexagon B | 26 | 0.500000 | 3407.300000 | -53.700000 | -1.550000 | 3461.000010 |
| Bufab | 3 | -1.200000 | 1040.400000 | -68.600000 | -6.190000 | 1109.000001 |
| BHG Group | 97 | 2.290000 | 1386.130000 | -72.870000 | -4.990000 | 1458.999989 |
| INVISIO | 16 | 0.000000 | 3600.000000 | -89.000000 | -2.410000 | 3689.000000 |
| TOTAL | 45269.350000 | 213.350000 | -7.13435% | 45056.000411 |
Updated:¶
'2023-07-04 11:15:57.827489'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
